O’Shaughnessy on Investor Psychology, Bond Market Trouble, and Why Value Wins

In a wide-ranging interview with Barry Ritholtz on Bloomberg View, quantitative investing guru James O’Shaughnessy recently talked about why human beings are such inferior prognosticators compared to computer┬ámodels, what that means for investors, why stocks may well be safer than bonds over the long run, and why holding period duration is so critical.

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Correction Timing A Dangerous Game, Ritholtz Says

Trying to predict the next market correction? Barry Ritholtz has some advice for you: Don’t.

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Arnott Talks Indexing, And Why Wall Street Hates Math

In an interview with Bloomberg View’s Barry Ritholtz, Research Affiliates’ Rob Arnott recently talked about the fundamental indexing approach that he pioneered.
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Ritholtz: Just Do Nothing

Investors spend a lot of time worrying about — and often acting on — the latest economic reports. But Barry Ritholtz says what they most often should do in such situations is nothing.
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Ritholtz Gets Counterfactual About QE

Since the economy started to turn around in 2009, many pundits have contended that the weakness of the rebound is evidence that the Federal Reserve’s quantitative easing program has not worked. Barry Ritholtz says such logic is faulty.

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Indicators Say Market Top Not Near

As the bull market has run longer and higher, many have been speculating about whether we’re nearing a market top. In a recent Bloomberg View column, Barry Ritholtz turns to Paul Desmond of Lowry’s Research — who has been analyzing markets for five decades – for some cold, hard data on the topic.

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Ritholtz: Outcomes Sell, But Process Wins

Are you an outcome-oriented investor, or a process-oriented investor? Barry Ritholtz says he’s the latter, and you should be too. Continue reading